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Research Foundation Forms

This page contains links to Foundation Forms that are available to download onto your computer. Click here, to view the forms alphabetically.

IMPORTANT: Many of our forms have been updated recently. A crossover matrix of old form to new form may be found here. You will still find the old forms available below and you may continue to use them until further notice.

ACCOUNTS PAYABLE

 PDF Files MS Word Files MS Excel Files
ACH Direct Payment Authorization     ACH Direct Payment Authorization
Beach Club Card Settlement/Replenishment     Beach Club Card Settlement/Replenishment
Direct Payment Request     Direct Payment Request
Honorarium/Lecture Fee     Honorarium/Lecture Fee
Non CSULB Student Payment Request and Recurring Rent Payment     Non CSULB Student Payment Request and Recurring Rent Payment
Payment or Reimbursement of the Cost of Employee Non-Cash Awards     Payment or Reimbursement of the Costs of Hospitality Expenses
Payment or Reimbursement of the Costs of Hospitality Expenses     Payment or Reimbursement of the Costs of Hospitality Expenses
Payment or Reimbursement of the Costs of Gift Presented to Non-Employees     Payment or Reimbursement of the Costs of Gift Presented to Non-Employees
Petty Cash Fund Termination     Petty Cash Fund Request
Petty Cash Fund Request     Petty Cash Fund Request
Petty Cash Settlement/Reimbursement     Petty Cash Fund Termination
Purchase Order Request Purchase Order Request    
Request for Reimbursement of Hospitality Expenses within Allowable Rates/Multiple Events     Request for Deposit Transmittal
Scholarship - Award Payment Scholarship - Award Payment    
Scholarship - Award Profile Scholarship - Award Profile    
Scholarship - Student Payment Grid Scholarship - Student Payment Grid    
Student Non Educational Payment Request (Participant Incentives Request)     Student Non Educational Payment Request (Participant Incentives Request)
W-9 Substitute Form W-9 Substitute Form    
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ACCOUNTS RECEIVABLE

 PDF Files MS Word Files MS Excel Files
Incoming Wire Memorandum Incoming Wire Memorandum on Adobe Acrobat Format Incoming Wire Memorandum on Microsoft Word Format  
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CHARITABLE GIFTS AND INVESTMENTS

 PDF Files MS Word Files MS Excel Files
Gift of Securities Notification Form Gift of Securities Notification Form on Adobe Acrobat Format Gift of Securities Notification Form on Microsoft Word Format  
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FOUNDATION PROGRAMS AND ENDOWMENTS

 PDF Files MS Word Files MS Excel Files
Endowment Agreement (Section 5) Endowment Agreement on Adobe Acrobat Format Endowment Agreement on Microsoft Word Format  
Scholarship - Award Payment Scholarship - Award Payment    
Scholarship - Award Profile Scholarship - Award Profile    
Scholarship - Student Payment Grid Scholarship - Student Payment Grid    
Special Project Agreement (Section 5) Special Project Agreement on Adobe Acrobat Format Special Project Agreement on Microsoft Word Format  
Student Non Educational Payment Request (Participant Incentives Request)     Student Non Educational Payment Request (Participant Incentives Request)
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GRANTS AND CONTRACTS

 PDF Files MS Word Files MS Excel Files
Additional Employment for Exempt Employee (4-100.1) Additional Employment for Exempt Employee on Adobe Acrobat Format Additional Employment for Exempt Employee on Microsoft Word Format  
Agreement for Research Stimulation Account (Section 5) Agreement for Research Stimulation Account on Adobe Acrobat Format Agreement for Research Stimulation Account on Microsoft Word Format  
CSULB Non-Exempt Staff Timecard (CSULB Staff Overload) - Semi - Monthly CSULB Non-Exempt Staff Timecard - Semi- Monthly on Adobe Acrobat Format CSULB Non-Exempt Staff Timecard - Semi- Monthly on Microsoft Word Format  
Cost Transfer (4-120.1) Cost Transfer on Adobe Acrobat Format Cost Transfer on Microsoft Word Format  
Direct Payment Request (4-100.1)     Direct Payment Request
Employment Status Form (4-100.1) Employment Status Form on Adobe Acrobat Format Employment Status Form on Microsoft Word Format  
Endowment Agreement (Section 5) Endowment Agreement on Adobe Acrobat Format Endowment Agreement on Microsoft Word Format  
Engagement of Independent Contractors (4-100.1)updated Independent Contractor Agreement on Adobe Acrobat Format Independent Contractor Agreement on Microsoft Word Format  
Faculty Reimbursed Payroll (4-100.1) Faculty Reimbursed Payroll on Adobe Acrobat Format Faculty Reimbursed Payroll on Microsoft Word Format  
Honorarium/Lecture Fee (4-100.1)     Honorarium/Lecture Fee
Independent Contractor Agreement updated Independent Contractor Agreement Independent Contractor Agreement  
Job Posting/Announcement Form (Refer to HR) updated Job Posting/Announcement Form on Adobe Acrobat Format Job Posting/Announcement Form on Microsoft Word Format  
Mileage Claim (Section 16 - Travel) updated     Mileage Claim
Non CSULB Student Payment Request and Recurring Rent Payment     Non CSULB Student Payment Request and Recurring Rent Payment
Payroll Schedule (2013) (4-100.1) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2013) - Faculty (4-100.1) Monthly Payroll Schedule for faculty on Adobe Acrobat Format    
Prior Authorization to Spend Request (4-110.1) updated Prior Authorization to Spend Request on Adobe Acrobat Format Prior Authorization to Spend Request on Microsoft Word Format  
Purchase Order Request (4-100.1) Purchase Order Request    
Reporting Form for Additional Employment (4-100.1) Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Special Project Agreement (Section 5) Special Project Agreement on Adobe Acrobat Format Special Project Agreement on Microsoft Word Format  
Timecard - Semi-Monthly (effective October 01, 2012) (4-100.1) Timecard - Semi-Monthly Form Timecard - Semi-Monthly Form Timecard - Semi-Monthly Form
Travel Authorization (4-100.1) updated     Travel Authorization
Travel Expense Claim (4-100.1) updated     Travel Authorization
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HUMAN RESOURCES

 PDF Files MS Word Files MS Excel Files
Additional Employment for Exempt Employee Additional Employment for Exempt Employee on Adobe Acrobat Format Additional Employment for Exempt Employee on Microsoft Word Format  
ASI Flex Claim ASI Flex Claim on Adobe Acrobat Format ASI Flex Claim on Microsoft Word Format  
ASI Flex Direct Deposit Authorization ASI Flex Direct Deposit Authorization on Adobe Acrobat Format ASI Flex Direct Deposit Authorization on Microsoft Word Format  
Authorization to Use Private Vehicle Authorization to Use Private Vehicle on Adobe Acrobat Format Authorization to Use Private Vehicle on Microsoft Word Format  
Change of Address Change of Address on Adobe Acrobat Format Change of Address on Microsoft Word Format  
Confidential Data Form (New Hire) Confidential Data Form on Adobe Acrobat Format Confidential Data Form on Microsoft Word Format  
Drug Free Workplace Form (New Hire) Drug Free Workplace on Adobe Acrobat Format Drug Free Workplace on Microsoft Word Format  
Educational Assistance Program Educational Assistance Program on Adobe Acrobat Format Educational Assistance Programe on Microsoft Word Format  
Employee Designation of Personal Physician Employee Designation of Personal Physician on Adobe Acrobat Format Employee Designation of Personal Physician on Microsoft Word Format  
Employee Planning and Performance Review Employee Performance Evaluation on Adobe Acrobat Format Employee Performance Evaluation on Microsoft Word Format  
Employee Separation Employee Separation on Adobe Acrobat Format Employee Separation on Microsoft Word Format  
Employment Application (New Hire) Employment Application on Adobe Acrobat Format Employment Application on Microsoft Word Format  
Employment Status Form (New Hire) Employment Status Form on Adobe Acrobat Format Employment Status Form on Microsoft Word Format  
Engagement of Independent Contractors updated Independent Contractor Agreement on Adobe Acrobat Format Independent Contractor Agreement on Microsoft Word Format  
Exit Interview Exit Interview Form on Adobe Acrobat Format v Form on Microsoft Word Format  
Faculty Reimbursed Payroll Faculty Reimbursed Payroll on Adobe Acrobat Format Faculty Reimbursed Payroll on Microsoft Word Format  
Flexcash Authorization Flexcash Authorization on Adobe Acrobat Format Flexcash Authorization on Microsoft Word Format  
I-9 Form (New Hire) I-9 Form on Adobe Acrobat Format    
Independent Contractor Agreement updated Independent Contractor Agreement Independent Contractor Agreement  
Injuries Caused By Work Notice (New Hire) Injuries Caused By Work Notice on Adobe Acrobat Format    
Job Posting/Announcement Form updated Job Posting/Announcement Form on Adobe Acrobat Format Job Posting/Announcement Form on Microsoft Word Format  
Reporting Form for Additional Employment Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Salary Amendment Agreement Salary Amendment Agreement on Adobe Acrobat Format Salary Amendment Agreement on Microsoft Word Format  
State Disability Insurance (DE 2515) (New Hire) State Disability Insurance on Adobe Acrobat Format    
Volunteer Agreement Volunteer Agreement on Adobe Acrobat Format Volunteer Agreement on Microsoft Word Format  
W-4 Form Employee's Withholding Allowance Certificate (New Hire) W-4 Form Employee's Withholding Allowance Certificate on Adobe Acrobat Format    
W-9 Request for Taxpayer Identification Number and Certification W-9 Request for Taxpayer Identification Number and Certification on Adobe Acrobat Format    
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INFORMATION AND SYSTEM TECHNOLOGY

 PDF Files MS Word Files MS Excel Files
Campus System Access Form Campus System Access Form on Adobe Acrobat Format Campus System Access Form on Microsoft Word Format  
Media Sanitization Certification Media Sanitization Certification on Adobe Acrobat Format Media Sanitization Certification on Microsoft Word Format  
Missing or Stolen Fixed Asset Report Missing or Stolen Fixed Asset Report on Adobe Acrobat Format Missing or Stolen Fixed Asset Report on Microsoft Word Format  
Request to Retire a Fixed Asset Retired Fixed Asset Form on Adobe Acrobat Format Retired Fixed Asset Form on Microsoft Word Format  
Transfer Fixed Asset Form Transfer Fixed Asset Form on Adobe Acrobat Format Transfer Fixed Asset Form oon Microsoft Word Format  
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PAYROLL

 PDF Files MS Word Files MS Excel Files
Change of Address Change of Address on Adobe Acrobat Format Change of Address on Microsoft Word Format  
CSULB Non-Exempt Staff Timecard (CSULB Staff Overload) - Semi - Monthly CSULB Non-Exempt Staff Timecard - Semi- Monthly on Adobe Acrobat Format CSULB Non-Exempt Staff Timecard - Semi- Monthly on Microsoft Word Format  
Direct Deposit Authorization Direct Deposit Authorization on Adobe Acrobat Format Direct Deposit Authorization on Microsoft Word Format  
Monthly Report of Company Vehicle Use Monthly Report of Company Vehicle Use on Adobe Acrobat Format Monthly Report of Company Vehicle Use on Microsoft Word Format  
Payroll Schedule (2013) Semi-Monthly Payroll Schedule on Adobe Acrobat Format    
Payroll Schedule (2013) - Faculty Monthly Payroll Schedule for faculty on Adobe Acrobat Format    
Reporting Form for Additional Employment (CSULB Faculty Overload) Reporting Form for Additional Employment on Adobe Acrobat Format Reporting Form for Additional Employment on Microsoft Word Format  
Request for IRS Form W-2 Request for IRS Form W-2 on Adobe Acrobat Format Request for IRS Form W-2 on Microsoft Word Format  
Social Security and Medicare Exemption Form Social Security and Medicare Exemption Form on Adobe Acrobat Format Social Security and Medicare Exemption Form on Microsoft Word Format  
Timecard - Semi-Monthly (effective October 01, 2012) Timecard - Semi-Monthly Form Timecard - Semi-Monthly Form Timecard - Semi-Monthly Form
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PURCHASING

 PDF Files MS Word Files MS Excel Files
Encumbrance/Disencumbrance Request Encumbrance/DisEncumbrance Request on Adobe Acrobat Format Encumbrance/DisEncumbrance Request on Microsoft Word Format  
Procurement Cardholder Account Form Procurement Card Application Form    
P-Card Lost/Itemized Receipt Form Procurement Card Lost/Itemized Receipt Form    
P-Card Manual Procurement Card Manual    
P-Card Program Agreement Procurement Card Program Agreement    
Purchase Order Request Purchase Order Request    
Web Based Suppliers - FedEx Web Based Supplies Fed Ex    
Web Based Suppliers - Office Depot Web Based Supplies Office Depot    
Web Based Suppliers - Office Max Web Based Supplies Office Max    
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TRAVEL FORMS

 PDF Files MS Word Files MS Excel Files
Mileage Claim updated     Travel Authorization
Travel Authorization updated     Travel Authorization
Travel Expense Claim updated     Travel Authorization
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